While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? FinTech Global spoke to several WealthTech...Read More
A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally...Read More
Women in the UK are on the cusp of a financial revolution. By the end of this year, projections suggest they’ll control 60% of the nation’s wealth—a seismic shift driven by inheritance...Read More
WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage...Read More
Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control of their data? Fredrik Davéus, CEO...Read More
WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage...Read More
The wealth management industry is on the brink of a revolution. No longer the exclusive domain of private bankers and elite advisors, the WealthTech sector is rapidly evolving—driven by AI-powered...Read More
FinTech Global, a specialist research firm, has released the seventh iteration of its WealthTech100 list, spotlighting the world’s leading tech firms revolutionising the investment and financial advisory space. As the...Read More
Founded in 2011, EV is one of the UK’s market-leading digital financial planning technology providers. The firm has developed solutions to re-engineer the financial planning and advice process to make it more...Read More
Staff leaving is never easy on any business, but advisor attrition can create significant impacts on wealth management firms that not only sees them lose expert talent but potentially lose...Read More
